| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 21,460 | $2.08M | $2.59M | $509,090.77 | 24.52% |
| SMP Sotirios Mike Pappas Mystic Asset Management Inc. | 9,042 | $880,863.46 | $1.14M | $257,705.18 | 29.26% |
Marc H. Stone Tyler-Stone Wealth Management | 6,441 | $667,216.07 | $776,011.68 | $108,795.61 | 16.31% |
Jonathan Straus Commons Capital LLC | 2,628 | $211,125.39 | $316,621.44 | $105,496.05 | 49.97% |
Missy Straw Nilsine Partners LLC | 5,347 | $535,489.5 | $644,206.56 | $108,717.06 | 20.3% |
Dalila Toledo Ascent Group LLC | 26,081 | $2.54M | $3.14M | $599,177.74 | 23.56% |
| EM Erin Mccann Simplicity Wealth LLC | 18,079 | $1.91M | $2.11M | $201,118.05 | 10.53% |
Michael Byun SageView Advisory Group LLC | 5,472 | $587,306.39 | $643,561.92 | $56,255.53 | 9.58% |
| KB Kimberly Byrne Bill Few Associates Inc. | 4,163 | $399,268.81 | $501,558.24 | $102,289.43 | 25.62% |
Owen Schrum Schrum Private Wealth Management LLC | 3,245 | $348,577.48 | $381,644.45 | $33,066.97 | 9.49% |
Taro Kuriyama Axq Capita LLP | 24,053 | $2.5M | $2.81M | $307,878.28 | 12.31% |
Katie Christensen iSAM Funds UKK) Ltd | 16,998 | $2.24M | $2.05M | -$195,816.96 | -8.73% |
Kristen Williams Athena Investment Management | 3,873 | $387,028.59 | $452,211.48 | $65,182.89 | 16.84% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 389 | $40,589.72 | $46,866.72 | $6,277 | 15.46% |
Jaimie Palmer Beacon Capital Management LLC | 3,379 | $373,584.05 | $407,101.92 | $33,517.87 | 8.97% |
| SFL Safeguard Financial LLC Safeguard Financial LLC | 2,831 | $297,792.96 | $341,078.88 | $43,285.92 | 14.54% |
| CS Catherine Salsman Paragon Private Wealth Management LLC | 6,429 | $717,876.41 | $774,565.92 | $56,689.51 | 7.9% |
Molly Crider Walker Asset Management LLC | 3,952 | $436,658.44 | $476,136.96 | $39,478.52 | 9.04% |
David K. Balsdon Harvest Portfolios Group Inc. | 19,839 | $2.14M | $2.39M | $252,149.54 | 11.79% |
Timothy Gerlach Novem Group | 54,032 | $5.35M | $6.51M | $1.16M | 21.75% |